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Capital Fund Management (CFM)

Capital Fund Management (CFM) Portfolio holdings

AUM $11.2B
1-Year Est. Return 20.6%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.82B
AUM Growth
-$246M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,324
New
Increased
Reduced
Closed

Top Buys

1
+$93.7M
2
+$84.3M
3
+$83.2M
4
ABT icon
Abbott
ABT
+$58.7M
5
GE icon
GE Aerospace
GE
+$55.7M

Top Sells

1
+$64.3M
2
+$58.5M
3
+$51.2M
4
T icon
AT&T
T
+$33.4M
5
AEP icon
American Electric Power
AEP
+$33.2M

Sector Composition

1 Consumer Discretionary 17.96%
2 Financials 14.98%
3 Technology 13.46%
4 Consumer Staples 11.38%
5 Industrials 7.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-38,794
1027
– –
0
1028
– –
-35,400
1029
– –
0
1030
– –
0
1031
– –
-100,512
1032
– –
0
1033
– –
0
1034
– –
-14,587
1035
– –
-135,814
1036
– –
0
1037
– –
-155,711
1038
– –
-10,936
1039
– –
-82,481
1040
– –
-140,163
1041
– –
-19,549
1042
– –
0
1043
– –
-44,586
1044
– –
-4,325
1045
– –
-32,491
1046
– –
-184,900
1047
– –
0
1048
– –
-10,000
1049
– –
-498,089
1050
– –
0
40 41
42
43 44